Benchmark Financial Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Benchmark Financial Wealth Advisors’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.56M	Buy	21,441 +660	+3%	+$135K	1.13%	24
2026 Q1	$3.99M	Buy	20,781 +188	+0.9%	+$37.3K	1.1%	25
2025 Q4	$3.94M	Sell	20,593 -8,680	-30%	-$1.65M	1.13%	25
2025 Q3	$5.55M	Sell	29,273 -1,090	-4%	-$203K	1.67%	16
2025 Q2	$5.52M	Sell	30,363 -3	-0%	-$518	1.82%	14
2025 Q1	$5.26M	Buy	30,366 +76	+0.3%	+$13.5K	1.99%	13
2024 Q4	$5.31M	Sell	30,290 -698	-2%	-$126K	1.7%	14
2024 Q3	$5.55M	Buy	30,988 +195	+0.6%	+$33.3K	1.85%	14
2024 Q2	$5.06M	Buy	30,793 +383	+1%	+$63K	1.87%	14
2024 Q1	$5.15M	Sell	30,410 -3,242	-10%	-$521K	1.97%	14
2023 Q4	$5.31M	Buy	33,652 +913	+3%	+$133K	2.29%	12
2023 Q3	$4.64M	Sell	32,739 -536	-2%	-$80.1K	2.18%	11
2023 Q2	$4.98M	Sell	33,275 -9,055	-21%	-$1.3M	2.31%	11
2023 Q1	$6.12M	Buy	42,330 +10,611	+33%	+$1.55M	3.15%	8
2022 Q4	$4.48M	Buy	31,719 +20,202	+175%	+$2.83M	2.44%	14
2022 Q3	$1.47M	Sell	11,517 -16,032	-58%	-$2.26M	0.86%	21
2022 Q2	$3.7M	Buy	+27,549	New	+$4.03M	1.89%	17

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Benchmark Financial Wealth Advisors's RSP Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.2% in Q2 2026, buying an estimated $135K and bringing the position to 21,441 shares worth $4.56M. The position accounts for 1.13% of the portfolio, ranked #24.

Benchmark Financial Wealth Advisors first reported a position in RSP in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.12M in Q1 2023. 2,311 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Benchmark Financial Wealth Advisors held 21,441 shares of Invesco S&P 500 Equal Weight ETF worth $4.56M as of Q2 2026.
Benchmark Financial Wealth Advisors bought 660 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $135K.
Invesco S&P 500 Equal Weight ETF made up 1.13% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #24 holding.
Benchmark Financial Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2022 and has held it in 17 quarters since.
Benchmark Financial Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $6.12M in Q1 2023.
2,311 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.